Disclosure Guidelines

Best Municipal Bond Practices - General

• White Paper on the Disclosure of Potential Conflicts of Interest
  in Municipal Finance Transactions, Dated August 2015

• White Paper on Best Municipal Bond Practices, Dated June 2014

Recommended Best Practices by Sector

Airport Debt

• Recommended Best Practices in Disclosure for Airport Debt, Dated May, 2004 
• Press Release, Dated June 8, 2004 
• Airport Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

General Obligation and Tax-Supported Bonds

• Recommended Best Practices in Disclosure for State Government General Obligation and Appropriation Debt, Dated September 2015
• Press release, Dated September 10, 2015

• Recommended Best Practices in Disclosure for General Obligation and Tax-Supported Debt, Dated December, 2001 (Supplanted in part by September 2015 paper)
• General Obligation Operating Data Guidelines Template 
• General Obligation Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

Hospital Revenue Bonds

• Recommended Best Practices in Disclosure for Hospital Debt Transactions, Dated December 20, 2012 (Supplants August, 2000 paper)
• Recommended Term Sheet and Legal Provisions for Hospital Debt Transactions, Dated December, 2005 
• Press Release, Dated December 19, 2005
  

Housing Revenue Bonds

• Recommended Best Practices in Disclosure for Housing Revenue Bond Issues, Dated February 15, 2013 (Supplants July, 2000 paper)

Land Secured Assessment Bonds

• Recommended Best Practices in Disclosure for Land Secured Debt Transactions, Dated June, 2000

Long-Term Care/Senior Living Revenue Bonds

• Recommended Best Practices in Disclosure for Long-Term Care/Senior Living Debt, Dated October, 2002 
• Long-Term Care Operating Data Guidelines Template 
• Long-Term Care Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

Private College and University Revenue Bonds

• Recommended Best Practices in Disclosure for Private College and University Transactions, Dated May, 2001 
• Private College and University Operating Data Guidelines Template 
• Private College and University Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

Public Power Revenue Bonds

• Recommended Best Practices in Disclosure for the Public Power Sector, Dated May, 2004 
• Press Release, Dated June 3, 2004 
• Public Power Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

Solid Waste Revenue Bonds

• Recommended Best Practices in Disclosure for Solid Waste Transactions, Dated November, 2001 
• Solid Waste Operating Data Guidelines Template 
• Solid Waste Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save)

Tax Increment/Tax Allocation Revenue Bonds

• Recommended Best Practices in Disclosure for Tax Increment Supported Debt, Dated March, 2003 
• Tax Increment Debt Operating Data Guidelines Template
• Tax Increment Debt Operating Data Guidelines Template
  (Microsoft Excel - right click to download and save) 

Toll Road Revenue Bonds

• Recommended Best Practices in Disclosure for Toll Road Financings, Dated August, 2005 
• Press Release, Dated August 11, 2005

Variable Rate Demand Obligations and Short-Term Securities

• Recommended Best Practices in Disclosure for Variable Rate and Short-Term Securities, Dated August 8, 2012
• Press Release, Dated August 8, 2012

Water and Sewer Revenue Bonds

• Recommended Best Practices in Disclosure for Water and Sewer Transactions, Dated March, 2006 
• Press Release, Dated March 8, 2006